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《大行報告》里昂下調中國海外(00688.HK)目標價至20.9元 評級「跑贏大市」
里昂發表研究報告指,相信中國海外(00688.HK)在2023及24財年盈利方面難有驚喜,而其資產負債表仍然穩固。該行同意集團專注於一、二線城市的房地產發展,然而,基於其持有中海外宏洋(00081.HK)40%的股份,公司在低線城市亦有相當業務敞口。 該行表示,市場情緒逐漸好轉,將目標價由21.6元下調至20.9元,重申「跑贏大市」評級,仍將集團視為在市場不確定中的防守性投資。
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